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Modern Project Management: Essential Skills and Techniques 1

Modern Project Management: Essential Skills and Techniques


Iman Attarzadeh
Siew Hock Ow
Department of Software Engineering
Faculty of Computer Science & Information Technology
University of Malaya, 50603 Kuala Lumpur, MALAYSIA
Email: attarzadeh@perdana.um.edu.my, show@um.edu.my

Abstract industry, require a set of defined rules and principles


Modern project management is a well-understood to be managed effectively and come to a successful
discipline that can produce predictable, repeatable conclusion. This area of managing projects is called
results. The methodologies of modern project project management. This idea of project
management are highly analytical, usually requiring management has been around for a long time. Today,
automated tools to support them on large projects. project management has emerged as its own field,
Like most other disciplines, it is learned through both supported by bodies of knowledge and researches
practice and past experience. Project management across many discipline. Although still relatively new,
encompasses many different skills, such as the field of Software Engineering has its own Bodies
understanding the interdependencies among people, of Knowledge that include various methodologies,
technologies, budgets, and expectations; planning the frameworks, tools and techniques supported by a
project to maximise productivity; motivating others to continuous growing base of research.
execute the plan; analysing the actual results; and
reworking and tuning the plan to deal with the 2. What is a Methodology?
realities of what really happens as the project is A methodology is a set of guidelines or principles
executed. In order to manage a project and bring it to that can be tailored and applied to a specific
a successful completion, its project manager must situation [1]. In a project environment, these
have a complete understanding of the methodologies guidelines might be a list of things to do. A
being used for the management of different parts of methodology could also be a specific approach,
the project. Managers prefer specific project templates, forms, and even checklists used over the
methodology, while resist and face difficulties for an project life cycle. A methodology can also be defined
opportunity to manage another project with different in other ways, for example [2, 3, 4]:
methodology as they do not know how much • A process that documents a series of steps and
commonality exists between the preferred and the procedures to bring about the successful
new required methodology. This paper discusses the completion of a project.
issues involved in modern project management and • A defined process for accomplishing an end.
compares the differences between traditional and • A series of steps through which the project
modern project management skills and techniques. progresses.
• A collection of methods, procedures, and
1. Introduction standards that define a synthesis of engineering
Many project management methodologies being used and management approaches designed to deliver
today, are either the wrong methodologies or are not a product, service, or solution.
applied fully [1]. Some project managers see
• An integrated assembly of tasks, techniques,
methodologies as impractical and bureaucratic,
tools, roles and responsibilities, and milestones
relying on their gut instinct when it comes to
used for delivering the project.
managing projects. If project management
methodologies come across as too complex to use in
A formal project methodology should lead the work
real-world projects, project managers will look for
of all team members throughout the life cycle of a
their own shortcuts. Given enough time, anyone can
project. All members of a team should be familiar
be trained to adhere to a project methodology.
with and use the chosen methodology throughout
Projects are usually split into phases often along the
their projects. Many project management
lines of initiation, control (Planning, Execution) and
methodologies address the management of a single
closure. During each phase, a number of documents
project, without appreciating that many other projects
are produced as part of the project control process.
in a company compete for the very same resources
All IT projects, regardless of their size, complexity or

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2 Iman Attarzadeh and Siew Hock Ow

and attention. The project management methodology • Identify and correct errors early
should also provide project managers with the • Avoid excessive documentation
perspective that there is a project management
framework and associated methodologies present in 2.2 Review on Project Methodologies
the company. In Fig. 1, we see that Project A has no Project management has grown from the early
methodology and is filled with process issues as well initiatives in the U.S. defense and aerospace sectors
as problems that actually increase as the project in the late 1950s and 1960s [3]. The U.S. Department
moves along [5]. Additionally, Project B, which has a of Defense and NASA achieved early project
structured methodology with defined and operational management successes, mainly promulgated through
project processes, minimises the number of problems their internal policies, procedures, and lessons
that may occur on the project [5]. learned. Many articles, seminars, and training
programs that expanded the project management
genre, although much of the theory centered on the
use of tools and techniques, such as [3]:
• PERT/Gantt charts.
• Critical path.
• Scheduling techniques.
• Organisational issues.
• Conflict management and others.

Most projects share a common life cycle. This is not


to say that these projects are all designed and
executed the same way, but they remain universal, as
they pass similar phases during the life cycle of the
Fig. 1: Difference in using a methodology.
project.
2.1 Strategy with Methodologies
3. How Many Development Methodologies are
For any company to be world class, the strategy is
there?
clear, survey the entire landscape and then put the
There are no similar development methodologies.
objectives. In negative economic times, always Some companies have their own unique customised
remember that what comes down must come up [3].
methodology for developing products or services;
In other words, after identifying and selecting the
others simply use standard commercial off-the-shelf
correct methodology, it may be the best defense if
methodologies. With the incorrect methodology,
you want to:
discovering, designing, building, testing, and
• Avoid mistakes deploying projects can be chaotic [6]. At least 20
• Reduce cost different methodologies are competing to be the best
• Reduce risk methodology, and this list of methodologies keeps on
• Meet project schedules growing. Some of the assessing project development
methodologies are shown in Table 1.

Table 1: Assessing project development methodologies.


Methodology Risk Easy to Frequent Easy to Scope Reliability Document Project
/Life Cycle Implement Changes Manage Creep Oriented Approach
Open Source Low Easy √ √ √ √ × Iterative
XP-Extreme Med High √ √ √ √ × Iterative
Pharma Med Average √ × √ √ × Phased
Object Oriented High Difficult √ × √ √ × Iterative
Spiral / MBASE High Difficult × √ √ √ √ Phased
RAD Low Easy √ √ × √ × Phased
Crystal Med Easy √ √ √ √ × Iterative
Incremental Med Average × √ × √ √ Phased
Prototyping Low Easy √ × √ √ √ Phased
UniCycle Model Low Easy × √ √ √ × Phased

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Modern Project Management: Essential Skills and Techniques 3

The project methodology that is chosen represents • Technology used


merely the framework for the real work to be done The technology used on a project affects the
and indicates where creativity is needed. Many times, direction and type of methodology selected.
project managers simply select the available Unfamiliar technology slows progress. On many
methodology and continue to develop their projects projects today, simulation and testing of new
with that same methodology. When unpredictable technologies is actually considered a phase of
results occur on a project, they raise issues and risks the methodology.
and try to manage reactively [3]. Project managers
often lack the controls to measure and respond to the • Tools and techniques
unpredictable. Therefore, they must first determine Some project methodologies require more tools
that the methodology is the correct one. and techniques than others. For example, some
projects need databases, visual modeling tools,
Many project managers find it difficult to give up and project management tools; while others
control as provided in traditional development. There require hardly anything. If a project manager
is no guarantee that the team will deliver if it just must manage multiple design changes, he or she
follow a chosen methodology. Clients seldom will need a configuration management tool and
complete requirement specifications because their technique.
requirements are constantly changing. The most
logical solution is to simply evolve the product as the • Project criticality
client's needs change along the project development Any critical project with a "must-deliver" target
process. This shows the need for a methodology to be date needs to have the correct choice of
more flexible than a formal waterfall approach. In methodology. The project might require
fact, the trend is shifting to the more iterative or additional resources to finish by the required
incremental style of methodologies [3, 7]. date. If the methodology is too small, the project
manager loses control; too large and formal, he
Most project developments are wrongly approached or she slows the project down. A project
with the assumption that the methodology used is manager's experience and skills will help in
well-understood, and the project can be easily choosing the best approach.
planned and estimated. When a project begins to fail,
the development process is immediately provided • Existing processes
with more resources and attention to get it back on In any company, the maturity and ease of use of
track. Thus, cost and schedule overruns start existing project processes largely influence the
occurring. These step-by-step approaches do not methodology. Some company processes may be
work because they do not cope with human and totally unreliable and ad hoc, slowing down
technical unpredictability. Inflexible processes are completion of tasks.
often too constraining and fall short of delivering a
project to operations or production [7]. 4.1 Light or heavy methodology
The choice between using a light or heavy
4. Requirements for Selecting a Methodology methodology determines the success of the
The essential decisions that a project manager must project [3].
make when selecting a methodology are below [1, 3].
• Budget 4.1.1. Light Methodologies
Budgets play a big role in any project, and the Ever-increasing technological complexities, project
type of methodology to be used is important. delays, and changing client requirements, brought
Formulated fairly early in the project's planning about a small revolution in the world of development
stage, the budget estimate is most often based methodologies. A totally new breed of methodology,
on analogous estimating. With the budget which is agile, adaptive, and involves the client,
estimate, we start at the top and work our way every part of the way, is starting to emerge. Many of
down into the project details. the heavyweight methodologists were resistant to the
introduction of these "light weight" or "agile
• Team size methodologies". These methodologies use an
Methodologies are directly proportional to the informal communication style. Unlike heavyweight
team size. Use light methodologies for smaller methodologies, lightweight projects have only a few
teams and heavy methodologies for larger rules, practices, and documents. Projects are designed
teams. The choice of light or heavy and built on face-to-face discussions, meetings, and
methodologies discussed in section 4.1. the flow of information to the clients.

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4 Iman Attarzadeh and Siew Hock Ow

The immediate difference of using light 4.2. Importance of methodology and life cycles
methodologies is that they are much less document- Successful implementation of any project
oriented, usually emphasising a smaller amount of methodology is a project itself. The hard part is to
documentation for the project. The great thing about roll it out and make it part of the company's everyday
light methodologies is that they are learning culture. Although managers can manage projects
methodologies. After each build or iteration, the team without a formal methodology, having one can be a
learns to correct issues on the project and big help. Project management methodologies have
improvement cycles form throughout the project. been around for decades, but first started to become
Additionally, with light methodologies, the project popular in Information System (IS) in the early
teams are smaller and rely on working more closely, 1970s [2]. These methodologies usually have two
fostering knowledge sharing, and having almost components. The first is an overall process for doing
instantaneous feedback. The project manager does things, while the second consists of templates or
not need to develop heavy project documentation, but forms required at specific portions of that process.
should instead focus on the absolute necessary While the process itself is the true methodology, most
documentation [3]. project managers consider the templates and forms to
be part and parcel of the methodology.
4.1.2. Heavy Methodologies
The traditional project methodologies are considered Project management methodologies are important for
bureaucratic or "predictive" in nature and have two reasons. First, they standardise the way in which
resulted in many unsuccessful projects. These heavy an organisation manages its projects. This allows
methodologies are becoming less popular. These people from anywhere in the organisation to talk with
methodologies are so laborious that the whole pace of one another using the same terms and the same
design, development, and deployment actually slows definitions for those terms. Presenting a consistent
down, and nothing gets done. Project managers tend approach to project management via standards also
to predict every project milestone because they want allows project managers to cover for one another
to foresee every technical detail. This leads managers when the need arises. The second reason that
to start demanding many types of specifications, methodologies are important is that they provide
plans, reports, checkpoints, and schedules [3]. Heavy novice project managers with the tools to manage
methodologies attempt to plan a large part of a projects, without requiring a long learning curve.
project in great detail over a long span of time. This
works well until things start changing, and project Project life cycles generally go hand in hand with
managers inherently try to resist change. project methodologies. Such life cycles break a
project’s life into a series of phases or stages. The
If the project manager does not obtain a complete list end of each phase provides a convenient project
of user requirements from clients for the heavy review point for senior management to institute go or
weight project, it is very likely that the heavy no-go decisions, and also allows project managers to
methodology will not work effectively because the plan the next phases in more detail. While project life
project will be racked with change, slippages, and cycles can have many phases, the majority have three
rework on the project documentation. A heavy weight to five. They include some type of project start-up or
methodology works on the assumption that the more initiation, a project construction or implementation
rules and coordination there are, the better the project stage, and, finally, a project evaluation or post-
result will be. A complex project requires sufficient implementation review [2, 8]. The Project
documentation just to jog the memory of the many Management Life Cycle has four phases: Initiation,
team members on the project. However, excess Planning, Execution and Closure as shown
methodology is very costly and inept, there are more in Fig. 3 [9].
updates to reports, plans, and schedules.
Alternatively, there are times when a heavyweight
methodology may be appropriate for super projects
where it is necessary to gain stricter control and
coordination between phases, and to improve the
lines of communication between team members [3].

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Modern Project Management: Essential Skills and Techniques 5

projects, both project managers and executives


should address the broad range of issues affecting all
stages of the life cycle in all kinds of projects [2].
This is certainly a tough challenge as it requires a
substantial breadth of analysis and understanding.
Maintaining a coherent conceptual view of the
discipline at this broader level is generally difficult.
We can, however, create a simple structure
comprising project methodology; project team; tools
and templates; business processes and development
techniques in three separate levels to show this
relationship (Fig. 4).

Fig. 3: The Project Management Life Cycle

4.3. Selecting project management methodologies


First, an exploration of the benefits and drawback of
vendor methodologies is in order. The greatest
benefit of a vendor methodology is that the work is
already done, which can save an organisation literally
years of developing an internal methodology. The
vendor methodology has also been tested and proven
to work, saving both the time and headaches involved
in smoothing out process wrinkles. On the downside,
however, purchased methodologies require an
organisation to change its existing practices to match
those of the methodology [2, 10].

If it does not, then the organisation must customise at Fig. 4: Project structure and composition.
least some of the methodology. These customizations
can vary from minor tweaks of the process, to 4.4.1. Creating WBS, Estimating, and Tracking
customisations so severe that the original purchased Standards
methodology is virtually obliterated. Another The first standard to be established is how project
drawback of purchased methodologies is their price. WBSs will be created. Many organisations develop
Some of the more popular methodologies for IS project templates for the most common types of
projects include Dynamic Systems Development projects developed in the organisation, and then
Method (DSDM) from Computer Associates and specify that project managers work from these
PRIDE from Computacenter [2]. templates. The advantage of this is that project
managers are not “reinventing the wheel” on each
4.4. Implementation of project management project [2, 10]. In turn, this speeds up planning, and
methodologies allows better project tracking. After WBS standards
Once an organisation has either selected a vendor are established, the organisation must decide how
methodology or developed one in-house, it is ready to estimates will be created. Estimates can be
start the long, often tedious process of creating determined from expert opinions, weighted averages,
project standards. While some of the purchased statistics from previous projects, or from techniques
methodologies come with standards for various such as function point analysis [10].
project components, organisations will need to
develop standards for those that do not have them. If organisations track their projects accurately and
One of the first steps in implementing a project religiously, they can use statistics from previous
methodology is good planning. The only thing that projects to provide the most accurate estimates. This
really distinguishes projects from non-projects is the highlights the need for standards in tracking projects.
project life cycle. To develop a broad understanding Most organisations use some type of automated time,
of the generic discipline of the management of keeping package to track time against projects. Time

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tracking has three project-related purposes. The most have actually revolted and chosen not to use the
critical is to accurately judge where a current project methodology at all, until standards have been
stands. However, other reasons that are almost as established [2, 10]. With at least tentative project
important are the uses of time tracking for project tracking, estimating, change control, quality control,
cost accounting, and for data collection, in order to and project communication standards in place, the
better estimate the next project. To provide the best organisation is ready to conduct IS departmental and
database for estimating future projects, these client training. This training can be performed in
packages should allow tracking against each task in three ways [2, 10]:
the WBS, reinforcing the desirability of standard • Using outside consultants, who often develop
WBSs [10]. the training as well; via internal employees; or
using a combination of consultants and
4.4.2. Change Control, Quality Control, and employees. If the organisation chooses the
Communications Standards combination approach, external consultants
Standards for change control, quality control, and often develop the training, whereupon they train
communications are equally important to project the internal employees regarding how to deliver
success. Change control in this context does not refer the training.
to changes in functioning production systems, but • Since both project managers and project
rather to changes in the project itself. The most participants must understand the new
common modifications to be managed are scope methodology, it often makes sense to have two
changes, generally expressed as a need for increased separate classes. The more in-depth class, for
or different functionality. Because estimates are project managers and project leaders, ideally
based on functionality as originally conceived, provides case studies, so they can actually
changes to initial functionality will obviously impact practice the critical portions of the
the project’s cost and schedule [2]. methodology. Although this type of training
initially takes longer, the learning curve is less
To minimise this effect, change control policies steep when project managers and leaders start
outline the project manager’s range of discretion for following the methodology on “real” projects.
approving changes, and spell out escalation levels • The training for project participants can be less
and procedures. While these two standards can be detailed, focusing on their roles in the new
negotiated at the beginning of each project, general methodology. It need not specifically train them
guidelines can prove helpful. Quality standards in an to use all the pieces of the methodology.
IS department tend to address how the department
handles testing and production turnover. Some 5.1. The Agile Methodologies
examples include how unit testing, system testing, Project or development managers are still facing
and user acceptance testing will be performed. controversy between the agile and heavyweight
Communications standards are also important to methodologies. Currently, many companies favour
successful projects. the agile methodologies. Agile methodologies present
new, nontraditional ways of building complex
The main reason that projects change as often as they products and systems. Projects that use agile
do is that someone misunderstood a communication, methodologies are now starting to report improved
be it the systems person or the client [2]. The time line and cost savings, compared to those in the
organisation can significantly reduce the number of heavyweight family [3].
changes to a project in its later stages by setting clear
communication guidelines during planning, and then Additionally, project teams are hailing the agile
constantly updating everyone involved in the project family of methodologies as remarkable because, at
as it progresses, and doing so in a standard manner. last, a series of methodologies contributes directly to
the business. Many managers tend to stick with the
5. Methodology Training heavyweight methodology because they want to
While it is attractive to start training employees on predict the entire project until the last man-hour,
the new methodology as soon as it is selected, this whereas the project teams tend to stick with dynamic
‘jumping the gun’ can be hazardous to the ultimate shorter cycles [3, 7, 11]. Industries that use agile
success of methodology implementation. Certainly, methodologies include financial, IT, telecom,
the methodology will evolve as employees start using utilities, and many more service industries.
it, but there should be a base of standards in place Furthermore, this trend is starting to emerge
prior to training, lest employees, at a minimum, worldwide [7]. The following are the most commonly
require retraining. In some organisations, employees used agile methodologies [3, 7, 11]:
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Volume 2, 2008
Modern Project Management: Essential Skills and Techniques 7

• Extreme Programming (XP) process. Because Single-Time Effort projects are


• Scrum only performed once, and in many cases, have
• Crystal methodology never been done before [5]. It is impossible to
• Dynamic Systems Development create final, stable plans early in the life of the
Methodology (DSDM) project.
• Rapid Application Development (RAD)
• Adaptive software development While preliminary and highly speculative
projections may and should be produced, these
• Lean development
early plans must be repeatedly “re-base lined” as
• Feature-driven development
new information becomes available. A complete
discovery process is typically required before
Agile methodologies better suit small projects where
stable plans are feasible. Because of their
smaller project teams are involved. With larger team
experience with the early, stable plans of
size and the complexity and duration of the project,
Continuing Effort, many organisations falsely
the choice of a heavyweight methodology is purely
assume they may simply “command” early
from a command and control perspective. Many
planning data for Single-Time Effort. This often
smaller companies do not use heavyweight
dooms a project to failure as it is operating with
methodologies and prefer the more agile approach to
totally invalid set of expectations and
building solutions [7].
strategies [5].
6. Differences between traditional and modern
6.2. Leading
project management
i. Traditional Leading
Comparisons between traditional project management
Leading any human organisation requires
and modern project management from the four
managers, working in a benevolent manner with
perspectives of planning, leading, organisation and
their subordinates, helping them learn how to
controlling are explained below.
accomplish assigned work. In Repeating Effort
and Continuing Effort, the manager is often the
6.1. Planning
task expert and is fully qualified to perform any
i. Traditional planning
work within their managerial domain. If not, they
Planning for an operational environment consists
can easily retain an advisor or consultant who fills
primarily of establishing the schedules people
this role. These traditional supervisors and
work, assigning individual tasks, scheduling
managers are expected to make the hard
vacations and adjusting for expected and
decisions, even when others do not agree with
unexpected time away. Plans for Continuous
their conclusions [5].
Efforts may assume highly stable
end-products, a well-defined process and task-
ii. Modern Leading
based workers. This yields plans that are very
Due to the complexity and diversity of skills
predictable early on and highly stable over time.
needed to perform Single-Time Effort, it is
Many of the project management techniques and
impractical for the project manager to be the task
current day expectations were based on these
expert of all work that must be done. When these
assumptions. Staff planning for a Single-Time
managers attempt to blindly dictate direction, they
Effort is complicated by dynamic teams
are quickly exposed by their impractical or
comprising of people who typically do not report
unreasonable edits. Instead, modern managers
administratively to the Project Manager. Matters
work to solicit individual contributions, create
become seriously complicated when these people
consensus within the project team, facilitate group
are available on a limited, unpredictable basis [5].
decisions and create an environment where it is
possible for people on the project to accomplish
ii. Modern planning
their work with a minimum of distractions. The
Project planning focuses on breaking down the
modern Project Manager plans, organises and
total effort into assignable units, estimating this
controls the project with the team and not for the
work, defining the most efficient order in which
team [5].
the work should be performed, and then
deploying available staff to specific work packets
6.3. Organisation
for specific windows of time. Perhaps the most
i. Traditional Organisation
significant influence of modern project
The operational manager is primarily concerned
management is on project plans and the planning
with creating a structure within his or her control

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8 Iman Attarzadeh and Siew Hock Ow

that monitors the work flow. They must insure the assigned and measure to insure the employee is
proper number and alignment of employees to meeting their goals. Control is usually established
accomplish the work in a consistent manner. around target performance over a standard period
Well-defined career paths are established with the of time, such as a quota measured within an hour,
promise of a “in-line” promotion for length of day or week [5].
service. A manager’s personal ranking in an
organisation is often directly related to the ii. Modern Controlling
number of people in their employ. In this setting, Single-Time Efforts are measured based on
the traditional manager often has both creating quality, not quantity. It is critical to first
administrative and functional authority over their verify the completion of promised deliverables.
employees. Administrative duties include the Objective criteria for completeness and quality
“care and feeding” of their employees such as must be met before a deliverable is considered
salary administration, training plans and “done.” Performance and productivity may then
employee evaluations. Functional authority is the be measured by comparing planned hours,
right to assign work to an individual and have that durations, start dates and finished dates against
work be accountable back to the boss. When this the actuals. However, instead of comparing
view dominates an organisation, it creates serious performance against the original plans created
conflicts for managers of Single-Time Efforts [5]. during the first days of a project, measurements
must be against revised and relevant baseline
ii. Modern Organisation plans [5].
A modern Project Manager must establish clear
roles and responsibilities needed for the success 7. Conclusion
of their project. A project staff often includes Selecting a Project Management methodology can be
many people who do not report administratively one of the most difficult parts and can have real
to this manager and may even be at a higher impact on the fate of the project. Normally the
corporate level. Organising a project structure Project Managers' criterion for choosing a
begins with defining what is expected of the methodology for any project is mainly based on an
Project Owner along with each member of the expert’s opinion, past working experience,
Project Team. The Project Manager must also government rules and regulations, organisation,
define and explain the responsibilities they will senior management, stakeholder’s preferences and
have to the project. Further, these managers client location. All of these can have positive or
typically have only functional authority over their negative impact on the underdevelopment projects.
team. However, all of the above mentioned criterion have
inbuilt quality of rigidness. None of these provide
This “authority” is often compromised by the any opportunity to analyse the nature of project and
priorities, views and occasional interference of the then decide the future course of action related to the
actual administrative managers. It becomes selection of project management methodology.
illogical and unfair to hold a Project Manager Decisions in which a methodology is chosen or used
responsible for deliverables and dates when they based on a single criteria can have serious negative
have such limited and tainted authority over their impacts on the project especially if the project
team. Even more vexing is the tendency of out-of manager, development teams do not have the
control organisations to improve the “look” of knowledge or the pros and cons of the selected
productivity by deploying the same people to methodology. No project management methodology
multiple simultaneous projects. Organisations is meant to be taken verbatim. It must be customised
must address this condition with well-defined in the context in which it is being applied in order to
roles, clearly stated responsibilities, full release of increase the rate of adoption and the opportunity for
people to a project and a corporate resource success. It has been observed and evident from the
management process that insures team members above text, that all the methodologies discussed have
are never over-deployed to multiple projects [5]. some common tools and procedures. There are points
where one methodology has some powerful tool and
6.4. Controlling procedure than the others. In that case and in order to
i. Traditional Controlling make the most of these established methodologies, a
Controlling an operational organisation includes combine, mixed approach is required to get the best
establishing organisational performance goals and possible results.
then determining what each individual’s
contributions should be. Individual goals are
Communications of the IBIMA
Volume 2, 2008
Modern Project Management: Essential Skills and Techniques 9

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Communications of the IBIMA


Volume 2, 2008

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